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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,862 | $184,014-0.1% | $161,149+14.1% | $138,895+32.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.71% | 21.52%-3.8pp | 21.16%-3.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $10,364 | $5,055+105.0% | $4,360+137.7% | $4,194+147.1% |
| Participant deferral / active EE | $18,969 | $6,909+174.5% | $6,153+208.3% | $6,396+196.6% |
| Admin fee / account holder | $4 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |